Gainsight/CustomerNotes/Skuid/Skuid.md

# Skuid

## 07/21/2022

### Meeting with Alexa

Agenda sent to us by Alexa:

1. Popups -- need to explore this possibility to have a popup box alert users of messages.
2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed.  Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply.  We definitely have a higher number since June 30.
3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script?
4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure.
5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?

Where can modals pop up? How?
What about where people breeze through, how do we get it back?

Little box on left hand side popup
Just a small button
What about appqueues?
What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow
Is dan ready with the custom report
Skuid Progress Bar disappeared, needs to be completed by October
13 new courses in October

Directly from janel:
How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have

## 10/11/2022

### Comms

* Unsubscribe per message, not ALL messages
* "Click here if you want to unsubscribe from this..."

## 10/17/2022

### Legal Design Changes

* Check box in Northpass
* Marketing in Hubspot/Skuid
* Where in Contact Record is this hubspot/opt options?
* Jess said there are many - opt in dates, opt out booleans, etc
* The unsubscribe button should remove them from General Marketing emails
* Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from _too much_.

_Active Checkboxes_

    * GDPR
    * Many many others

_Subscriptions_
    *Unsubscribe from all emails
    * Newsletter

Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone
 in Northpass and not in Hubspot.

* [Link for current unsubscribe preferences page](https://go.skuid.com/hs/manage-preferences/unsubscribe)
* [Another link to a marketing preferences page](https://drive.google.com/file/d/1AChlkayWB0K493d29Ut2w1MgXCJDYrGF/view?usp=sharing)

## 11/10/2022

### Sync with Alexa

* Contract is vague, does it say about hours
* Do they get these hours every year?
* Budget isn't based on hours, but it helps.
* They got the budget approved, but CFO left to a new job without signing it.
* "We think its going to be fine"
* New Budget should be approved by January. New CFO used to work for Skuid
* She wants to offer awards by points.
* They have a number of promotions such as a New Years Resolution (Complete Level 1!).
* Once they post it and submit it, they want to send $10 gift card.
* Where are submissions happening? The person puts in a tag on social media.
* Custom dashboard? She wants to create a new custom dashboard.
* Messaging and communication, broadcast message. She's having trouble communicating what she needs to communicate.
* Wants to upload a CSV to broadcast a message
  * I offered to take her CSV, upload it and create a temporary group for her to use
  * TBD on if that group should be deleted

_Appcues for Austin_ - Austin needs to check in.

## 11/22/2022

### Appcues, Analytics & Learning Paths, Hubspot Opt-out Button

* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
* Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
* They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
* Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.

## 12/8/2022

### Analytics for 2023

Two important items: Course

Two different rewards: receive points or complete courses.
NYE will run from 1/1 to 3/31
Kaitlyn Groezinger - last october that this shouldn't have happened. Front end showing incomplete courses when courses were complete.

Second important item: Points Report
Especially on Enterprise.

Certifications:
Stripe Integration and Revenue Tools
They want a certification portal where they can "sell" certifications, similar to a web shop
:
She wants to make sure no risk in setting up the appcues stuff.

Forums:
Would want it turned on for both Skuid and Skuad

## 12/21/2022

### Enterprise, Groups, AppCues

Plan to move forward in January. Alexa got verbal approval, but nothing in writing.
What she wants to be setup with:

* OpenSesame
* Pushing Certs - definitely using Accredible or Credly, but no decision on a proctoring service. But definitely will be using a survey tool or exam service.
* Skuad Skool has 70+ courses, and it is challenging to navigate. They need to change the filters to make it easier for people to find courses.

DONE: Send Alexa examples of new certs & client examples. Can the landing page be as customizable as the rest of the school.

Two other items from Alexa:

1. For Austin:

    * Chat bot & AppCues and sending information. 5 Tips coures, none of the links work anymore along the top. It is only not working in the catalog.

2. For Norm:

    * Rich Text Editor is not always working. Support blames the additional code, but Alexa says they are only copying and pasting from Google. But then when she tries to add the Wistia
    * Skuad Skool - notifications for when a person completes 10 courses between 1/1 and 3/31
    * Skuid Skool - notifications for when someone completes the first two levels - LPs 1-9 and 10-13

## 01/05/2023

### Integrating Quizzes

Survey and Exam Tools are what they are looking at.
All SCORM vendors like Captivate/Articulate Rise have hot spot.

* Hot spot is the main type of question they want.

They want to ask questions like "which option".
She wants to be integrated into Northpass, like passing scores and milestones.

Pro-profs & Question Pro at the top contenders.
Skuid's founder is retiring and joining the board and wants the RTE "beautified". Even the code guy said that.

## 01/19/2023

### Feature Requests

How to use a prop email/secondary email as a recovery email?
FEAT: Notifications after a Learning Path - not at the last course!

## 02/02/2023

### Long list from Alexa

She has Figma file for cert page and will send it to me Friday/Monday for us to build.
DONE: Build Figma in Sandbox - tbd Skuid/Skuad

Synaps as favorite exam embedding software. They might be an LMS.

Salesforce no syncing. Support knows about it. All new customers that are coming in are not being synced.
DONE: get update on SFDC integration issue.

Lots of Skuid Users that try to go to Skuid instead of HR. Now they are resetting their password on Skuid, but not getting emails.
Users sometimes submit tickets others just don't say anything.

ERROR: Finding it strange that she can pull up a learning path report and everything is fine, but not with course.
She is concerned if someone claims they completed something how can she confirm?

## 03/02/2023

### Upgrading to Comms

DONE: Password Reset, Academy Invitation (Mgr+Admin+Learners). Alexa doesn't have to do anything, Marek will change the
format and enable them.

Any interruptions? No. Alexa will not see any difference. Well, MOST won't see any changes. By early next week, the old emails will disappear and the new ones will become the standard. They will say "NEW" next to them.

## 04/13/2024

### Alexa Notes

Search Deploy Lightning in Skuid Skool not showing up exactly.
Wants more dynamic search. Another Enterprise client asking about better searches.

Rollercoaster for finding certification project. Looked at 26 exam tools.
YouTestMe was the only one they liked.
Claimed that they fixed the pentest issue. Alexa working with tech team to get them approved again.

Increasingly difficult to find what message is what. On the main comms page, there needs to be:

* Date Sent
* Groups Sent

For incomplete groups, the ppl change each month. She needs to run a report of everyone it was sent to each month.

DONE: Research what comms metrics are exposed in Looker.
DONE: Ask Marek why the duplicate message/email wasn't there.
DONE: 2023 March HW Reminder is the template she is using.

## 04/28/2023

### Friday Sync

Certification software - now doing with QuestionMark. Alexa thinks YouTestMe is a good company, but their reputation was
tarnished. Skuid's text team won't let them use YTM at all anymore.

Alexa's team currently using QuestionMark for demo and testing.

YouTestMe is still recommended by Alexa.
No schedule, likely. Might be "click here to take your exam."
Still starting with one exam, and likely won't do another one for another year or two.
DONE: Casually talk with Nikki about Skuid's Cert Program.

She wants to get notifications for when someone completes Level 1 or Level 2 LPs.
AppCues pop-up for ALL NINE learning paths.
Notification after x number of learning paths complete.

Can we run a report that shows ALL course attempts?
DONE: Create Looker organized by attempts, show all attempts across all people & courses.

## 05/02/2023

### Impromptu Meeting (Emergency) with Alexa

Her team is asking to cut down on the certification questions and make it smaller.
Still going with Question Mark.
Deadline is to now push it out before the end of May.

1/3 of the company is being laid off. Alexa included. 38 people total.
She is able to stay for a month to finish the program.

Anna will be the only training person left at Skuid.
DONE: Setup introductory call with Anna and Austin so we can all meet.

## 05/25/2023

### Updates to the Cert Flow

DONE: Update the registration form on skuid skool. Alexa's request is below:

    I can't believe I missed this all these many months. Anyway, can you put this on your list for after certification is built. The tracking new users doc: https://docs.google.com/spreadsheets/d/1K9ppVWW7fsQLfenHfUaERTREAIxz-7VvhmA_20lBqRI/edit?pli=1#gid=0 should also track the company name and job title. I realize we won't be able to do this for past accounts, but can we add those moving forward for new accounts into the spreadsheet?

## 07/27/2023

### Certs for Skuad

DONE: Move the Skuid Recipe to Skuad
DONE: Remove Points Node from Skuad Recipe
DONE: Register button should immediately change the property to Registered.
DONE: Set Register button to webhook > email

## 08/03/2023

### New Structure and Metrics

Tony - CCO

Anna now reports to Matt who reports to Jackson

Customers engaged, new learners from those accounts.
Figuring it out as they go.
Product behavior - how much people are using the product pre and post academy.
Less support cases.
Somehow combining data between the systems. API Extracts?

Kat: What are they using for tracking data - Heap.
Left over Alexa tasks? Search results.
Kat: Advocacy? How are doing it - Round tables? Events? Case studies?
Anna: One of the movements after the "riff" is to work with sales and work together.

No risk in the renewal from Anna.

## 08/24/2023

### Skuid Certification Marketing

* No marketing team right now - all let go
* Anna is on Product Growth team but they aren't a marketing team
* I showed Anna the SCA and to use these people that started the practice exam but not taken the real exame
* Google Analytics views might be helpful - who has clicked the Register button but not paid.
* Can Anna get this information in a Skuid dashboard? She will see.
* In Hubspot she may see who is interesting - Anna to explore.
* Goal is to have a clear path for when leadership says "we need to sell more certifications"
* Do Anna's boss have a goal for # of certs sold per quarter? No.
* Anna hasn't had time to think much about strategy and long-term options.
* Anna and Sarah accepted that they will be on the Customer Education advisory board.
* Confirmed Renewal is happening.
* What is Sarah's role? She is the Director of CS and Support.
* They use product board to connect customer feature requests to existing accounts
* She has some people that are both in the employee and customer academy and wants to sync up their progress and
    courses.
 FEAT: Mark as complete button. Bonus: mark as 50% complete.

## 08/31/2023

### Analytics Discussion

#### Attendees

    - Jackson Alexander - VP of Product (design, management, engineering, growth team)
    - Anna Wiersema - Enablement
    - Matt Brown
      just put in
      his notice!

#### Notes

    - Skuid has been around 10 years but they are actually early in the journey of being more data informed.
    - Not great at making a direct connection between Skuid Skool and its impact on growth and churn, etc.
    - They need to ensure the data connection is there.
    - Heap to measure adoption and enablement in Product
    - Big Project this year to bring in multiple data sources into Salesforce to measure account health.
    - Num Licenses, page views, taking courses, are they building on Skuid
    - CS uses the data to measure trends
    - New Use Cases, not letting projects sit
    - Customers also use their services team as staff augmentation <-- But they want to move away from this.
    - Good mix of ARR but don't want their clients to be dependent on the services team
    - Goals: Increase Champions and Builders in active user base
    - "Anna is amazing, but a team of one. Our pace of growth and content creation is limited."
    - Jackson - last mention: One of their challenges is bringing the right user information together because they don't
      exactly have a universal ID across all their systems. The Identity is owned by Salesforce, so its hard to connect
      or see a single user's data across all data sources.
    - They are using a data lake, but its limited due to what Salesforce is willing to expose. Heap is only a few years
    old and some older versions that don't even had Heap installed.

## 10/05/2023

### Academy Numbers and updates

* Just ran quarterly reports
* 200% increase in badges awarded (courses completed) over this time last year. --> Mostly new users.
* Increased "focus" from exisiting users and course completions, likely to gear up for Certificate purchases
* 2 People certified last month
* Total certified people: 15 [8 certification committee, 1 test writer, 6 are paid]
* 4 Level 1 completions last month (30 courses), previous 5-months had a total 3 level 1 completions. 400% increase.

## 10/12/2023

### Learning Path Progress issue

Description I sent to Marta asking questions:

I have a learning path with 4 courses - they are all required. The learning path overview page says “congrats! You completed this learning path, and the progress on the overview page shows 100%.On the learning path discover page, the learning path shows 88% complete.

The courses are as follows:

* 100%
* 80%
* 87%
* 83%

Enrollments tab for learning path also shows 100%.
I can’t seem to find the connection as to why the courses show < 100, but the learning path shows full 100%. My guess is that the learner has done the courses outside of the learning path. But then why does the learning path discover page show the progress bar of 88%. That’s the part I’m missing I think.

## 10/19/2023

### Filtering Options

* Main Page
* Search Results Page

## 12/14/2023

### Feature Updates

FEAT: Communications templates, cloning a message, "reminder" template, Scheduling messages.

## 04/18/2024

Cadence Call with Anna
* Job may be changing with Nintex acquisition. Currently, she is a technical community manager but was offered a product manager.
* Pay attention to her job and role changing over the next few months. A manager said "what is your dream job at Nintex? What job would you like to stay?" --> This was concerning to hear; did she give notice or say she was thinking of leaving?
* LearnUpon contract expires in 2025, but CE is expiring in September of 2024.
* Asked Anna for a G2 Review and she agreed.
* Hard to get a good pulse on if Nintex will keep CE or LearnUpon, Anna said she's really unsure of Sam's opinions right now. No new initiatives are happening with CE though, as Anna is unsure the direction of the content and/or if the content fits in with Nintex's overall Ed. Strategy.

## 04-25-2024

Anna considering leaving the enablement and training team. She wants to move to product.
Nintex is actually trying to grow their Enablement and Education team! There are some jobs posted.

Practical:
* They are changing away from the authorize.net and need to get Stripe (which is what Nintex) up and running for selling their cert program.
* Timeline is closer to Q3 or Q4.
* If eCommerce feature is ready, we tie the payment to the prep courses that are gated.
* Anna to intro Norm to Patrick. Paul Dillingham already involved.

FEAT: Branching within course (at any activity). It's less about completions, but more like opening a new tab and sending the person there. Her point was that it is in the UI instead of remember IDs.